- Home
- Financial Planning Software
- NaviPlan
On the recordRead 8 Oct 202616 facts
NaviPlan
InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019.
On the record
- Account aggregation
- Clients can import accounts and loans from thousands of institutions through account aggregation.investcloud.com · read 8 Oct 2026
- Client onboarding
- The client portal includes an eFact Finder for digital information gathering and account aggregation.investcloud.com · read 8 Oct 2026
- Client portal
- Its client portal gives clients access to financial plans and uses an eFact Finder to collect information during onboarding.investcloud.com · read 8 Oct 2026
- Custom reports
- The Client Report Editor lets advisors create reports from hundreds of components, including charts and graphs.investcloud.com · read 8 Oct 2026
- Integrations
- InvestCloud says integrations transfer client data securely in real time and specifically names MX for importing accounts and loans.investcloud.com · read 8 Oct 2026
- Intended users
- The product page describes NaviPlan as equipping financial professionals and firms to serve clients with financial plans.investcloud.com · read 8 Oct 2026
- Planning
- Features include cash flow planning, tax planning, estate planning, insurance planning, retirement income modeling, Monte Carlo analysis, and scenario analysis.investcloud.com · read 8 Oct 2026
- Planning features
- Listed features include advanced tax planning, cash flow planning, estate planning, insurance planning, retirement income modeling, and Monte Carlo analysis.investcloud.com · read 8 Oct 2026
- Presentations
- The Presentation Module helps advisors present recommendations collaboratively and supports a compliant planning process.investcloud.com · read 8 Oct 2026
- Purpose
- NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning.investcloud.com · read 8 Oct 2026
- Reporting
- The Client Report Editor lets advisors create custom reports from hundreds of report components, including charts and graphs.investcloud.com · read 8 Oct 2026
- Scenarios
- NaviPlan supports unlimited scenarios, including business planning, stock options, insurance recommendations, tax analysis, estate planning, cash flow analysis, and retirement income strategies.investcloud.com · read 8 Oct 2026
- Security
- InvestCloud says NaviPlan complies with ISO/IEC 27001 for information security management systems.investcloud.com · read 8 Oct 2026
- Support
- NaviPlan support includes hands-on training, ongoing help, custom product configuration, videos, reference guides, and functional documents.investcloud.com · read 8 Oct 2026
- Trial
- InvestCloud provides a NaviPlan trial request page; it does not state a trial duration there.investcloud.com · read 8 Oct 2026
